$861.6M Total AUM
$861.6M Disc. AUM
1.7% 3Y CAGR
6 Employees
233 ADV. Clients
48 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Prime capitalHarbor glacier +more
- Established Date
- 10-14-1977
- Office Locations
- 1
Office Locations
11300 Cantrell Suite 200 Little Rock AR
About Meridian Investment Advisors
Meridian Investment Advisors is a Little Rock, AR RIA providing wealth management and financial planning for affluent families, successful savers, and business owners, typically with $500k+ in investable assets. Serving clients since 1983, the firm also designs and supports employer retirement plans. Custody relationships include Schwab and Fidelity/NFS.
Team overview
45 AVG AGE
$215.4M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
9.3 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
48yrs Firm Age
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Asset Classes
Bridge Timber Delta
Client Personas
Delta Beacon
Custodian
Oak Ridge Vector unison Insight summit Zenith quantum Peak
Investment Themes
Ridge oak Zenith frontier
Investment Vehicles
Pioneer prime Glacier
Platform
Fusion meridian
Services
Glacier prime Vertex timber Eagle Insight catalyst Oak Summit Bridge capital
Technology
Optima crest Focus Peak
Owner & Executives
PAT DAVID MOON
Chief Compliance Officer, DIRECTOR, Managing Principal, President
- CRD
- #4347337
- Ownership
- 75% or more
(918) 465-4876
catalyst.insight@valuecapital.com
in linkedin.com/in/zenith-legacy
MARSHALL DAVID MOON
PRINCIPAL
- CRD
- #6535541
- Ownership
- 10% but less than 25%
(941) 423-7726
vector.delta@summitcapital.com
in linkedin.com/in/value-eagle
Showing 2 of 2 owners & executives
Unlock allContacts
C
Charles Robert Gardner
Retirement Plan Advisor
- CRD
- #7994009
(752) 738-9101
beacon.ridge@optimacapital.com
in linkedin.com/in/wave-insight
J
Jeffrey Daniel McCoy
--
- CRD
- #8133527
(285) 271-8069
catalyst.alpha@elementcapital.com
in linkedin.com/in/glacier-zenith
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $861,601,499 | $1,881,226 |
| Non-Discretionary | $0 | -- |
| Total | $861,601,499 | $1,881,226 |
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Separately Managed Accounts
Total SMA Asset: $861,601,499
Public Funds:
5.7% Equity - Exchange:
25.8% Corporate - Investment Grade:
14.8% Municipal Bonds:
10.7% Cash:
22.4% U.S. Government/Agency:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $274,131,499 | 5.7% |
| Equity - Exchange | $1,240,805,734 | 25.8% |
| Corporate - Investment Grade | $711,780,033 | 14.8% |
| Municipal Bonds | $514,597,727 | 10.7% |
| Cash | $1,077,288,699 | 22.4% |
| U.S. Government/Agency | $990,720,858 | 20.6% |
| Total | $4,809,324,550 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN VALUE | RADIAL RIDGE | F6466FM07 | PVD | 6.58% | $39,707,479 |
| CATALYST RADIAL | PIONEER SIGNAL | X7ZCVZO5V | ABN | 10.90% | $98,689,291 |
| VITAL NORTH | VECTOR OPTIMA | U219OFSBS | MEVX | 10.55% | $44,664,032 |
| FOUNDATION RIDGE CATALYST | SIGNAL LEGACY | SMW1HQCAJ | AVK | 2.09% | $23,451,370 |
| INSIGHT MERIDIAN EMBER | CREST PEAK | 9VA0KS4OL | NBY | 4.06% | $101,117,171 |
| OPTIMA MERIDIAN ALPHA | PRIME WAVE | 3TPCLYW2J | EKL | 5.43% | $39,757,654 |
| CREST VALUE OAK | RADIAL UNISON | PINIE9HC1 | WBBVQ | 1.64% | $7,063,917 |
| VITAL NORTH | PEAK HORIZON | TCYVNRD7T | CDUI | 1.25% | $29,285,213 |